Marshall & Ilsley Corporation

Registered Principal Details

Business Or Interest:
Banking and Data Services.

Lobbying Interests:
Banking and related financial matters.

CEO Name:
James Wigdale
Senior Vice President

Contact
RE
Randy Erickson
770 N Water St
Milwaukee, WI 53202
(414) 765-7809
(414) 765-7899
randy.erickson@micorp.com

Authorized Lobbyists

Lobbyist Name Exclusive Duties Authorized On Withdrawn On
Sharon Cook Exclusive Duties N/A Authorized On 1/1/2005 Withdrawn On 2/14/2005
Peter C Christianson Exclusive Duties N/A Authorized On 4/26/2005 Withdrawn On N/A

Lobbying Interests

Legislative Bills/Resolutions

Assembly Bill 4
Assembly Bill 4
relating to: creating a nonrefundable individual income tax credit for certain amounts relating to health savings accounts that may be deducted from, or are exempt from, federal income taxes.

Bill Text and History

For
Notification Date
5/30/2006
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 167
Assembly Bill 167
relating to: the investment by school districts of funds held in trust to provide post-employment benefits.

Bill Text and History

2005 Wisconsin Act 99

For
Notification Date
9/15/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 520
Assembly Bill 520
relating to: requiring companies to report net losses of jobs to the Department of Commerce, making such companies and certain expatriate companies ineligible for certain tax exemptions, governmental contracts, grants, and loans, granting rule-making autho...

Bill Text and History

Against
Notification Date
1/18/2006
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 583
Assembly Bill 583
relating to: terms and conditions of gift certificates, gift cards, and other gift obligations and providing a penalty.

Bill Text and History

Against
Notification Date
10/31/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 986
Assembly Bill 986
relating to: offenses against financial institutions, community currency exchanges, and providing penalties.

Bill Text and History

2005 Wisconsin Act 212

For
Notification Date
2/23/2006
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 1017
Assembly Bill 1017
relating to: increasing aid to Forward Wisconsin, Inc., and making an appropriation.

Bill Text and History

For
Notification Date
2/20/2006
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 1118
Assembly Bill 1118
relating to: renewals and extensions of business contracts.

Bill Text and History

Against
Notification Date
3/31/2006
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 1163
Assembly Bill 1163
relating to: liability of shareholders.

Bill Text and History

2005 Wisconsin Act 474

For
Notification Date
4/4/2006
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 104
Senate Bill 104
relating to: renewals and extensions of business contracts.

Bill Text and History

Against
Notification Date
1/16/2006
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 164
Senate Bill 164
relating to: notice regarding unauthorized acquisition of personal information.

Bill Text and History

2005 Wisconsin Act 138

Other
Notification Date
9/7/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 292
Senate Bill 292
relating to: terms and conditions of gift certificates, gift cards, and other gift obligations and providing a penalty.

Bill Text and History

Against
Notification Date
10/31/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 392
Senate Bill 392
relating to: the sale of gift certificates, gift cards, and other gift obligations and providing penalties.

Bill Text and History

For
Notification Date
10/31/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 403
Senate Bill 403
relating to: carrying a concealed weapon, possessing or transporting a firearm under certain circumstances, background checks for handgun purchases, photographic identification cards for retired law enforcement officers, requiring the exercise of rule-maki...

Bill Text and History

Other
Notification Date
2/3/2006
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Comments
M&I supports amending the bill to prohibit carrying a concealed weapon into or upon the premises of a financial institution.
Senate Bill 513
Senate Bill 513
relating to: increasing aid to Forward Wisconsin, Inc., and making an appropriation.

Bill Text and History

For
Notification Date
2/9/2006
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Budget Bill Subjects

General Fund Taxes
Biennial budget bill treatment of matter relating to
General Fund Taxes

Notification Date
4/28/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Comments
SUPPORT Joint Finance provision titled "Sales Tax on Transactions Between Affiliated Businesses"

Transportation: Local Transportation Projects
Biennial budget bill treatment of matter relating to
Transportation: Local Transportation Projects

Notification Date
6/22/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Comments
SUPPORT "METRA Commuter Rail Extension to Southeastern Wisconsin"

Topics Not Yet Assigned A Bill Or Rule Number

For 2007 legislative session: Expedited Electronic Fund Transfer
Development, drafting or introduction of a proposal relating to
For 2007 legislative session: Expedited Electronic Fund Transfer

Action Intended To Affect
Legislative Matter

Notification Date
10/16/2006
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Total Lobbying Effort

  2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
Total Lobbying Expenditures 2005
January - June
$17,190.12
2005
July - December
$26,082.27
2006
January - June
$23,697.43
2006
July - December
$17,623.65
Total $84,593.47
Total Hours Communicating 2005
January - June
8.45
2005
July - December
7.05
2006
January - June
9.00
2006
July - December
1.25
Total 25.75
Total Hours Other 2005
January - June
40.80
2005
July - December
75.55
2006
January - June
57.25
2006
July - December
49.70
Total 223.30

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

relating to: the investment by school districts of funds held in trust to provide post-employment benefits.
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
10%
2006
January - June
10%
2006
July - December
Total 6%
relating to: terms and conditions of gift certificates, gift cards, and other gift obligations and providing a penalty.
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
15%
2006
January - June
2006
July - December
15%
Total 8%
relating to: the sale of gift certificates, gift cards, and other gift obligations and providing penalties.
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
15%
2006
January - June
10%
2006
July - December
15%
Total 11%
relating to: terms and conditions of gift certificates, gift cards, and other gift obligations and providing a penalty.
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
20%
2006
January - June
2006
July - December
15%
Total 10%
relating to: notice regarding unauthorized acquisition of personal information.
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
30%
2006
January - June
10%
2006
July - December
Total 13%
relating to: increasing aid to Forward Wisconsin, Inc., and making an appropriation.
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
2006
January - June
5%
2006
July - December
Total 1%
relating to: increasing aid to Forward Wisconsin, Inc., and making an appropriation.
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
2006
January - June
5%
2006
July - December
Total 1%
relating to: creating a nonrefundable individual income tax credit for certain amounts relating to health savings accounts that may be deducted from, or are exempt from, federal income taxes.
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
2006
January - June
10%
2006
July - December
Total 3%
relating to: renewals and extensions of business contracts.
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
2006
January - June
10%
2006
July - December
Total 3%
relating to: carrying a concealed weapon, possessing or transporting a firearm under certain circumstances, background checks for handgun purchases, photographic identification cards for retired law enforcement officers, requiring the exercise of rule-making authority, providing an exemption from rule-making authority, and providing penalties.
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
2006
January - June
10%
2006
July - December
Total 3%
relating to: offenses against financial institutions, community currency exchanges, and providing penalties.
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
2006
January - June
10%
2006
July - December
Total 3%
relating to: liability of shareholders.
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
2006
January - June
20%
2006
July - December
Total 5%

Budget Bill Subjects

2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
15%
2005
July - December
2006
January - June
2006
July - December
Total 3%
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
85%
2005
July - December
10%
2006
January - June
2006
July - December
Total 20%

Administrative Rulemaking Proceedings

No administrative rulemaking proceedings found.

Topics Not Yet Assigned A Bill Or Rule Number

2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
2006
January - June
2006
July - December
15%
Total 3%

Minor Efforts

(Time spent on matters each of which accounted for less than 10% of the organization's lobbying.)

Minor Efforts
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
2006
January - June
2006
July - December
20%
Total 4%

Other Matters

Includes time spent on:

  • Gubernatorial nominations
  • Matters on which the organization made no lobbying communication

Other Matters
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
2006
January - June
2006
July - December
20%
Total 4%

Filed Statements of Lobbying Activity and Expenditures